&Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

&Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Sell	244,224 -258,763	-51%	-$13.4M	0.05%	317
2026 Q1	$24.8M	Buy	502,987 +87,367	+21%	+$4.55M	0.12%	156
2025 Q4	$22.8M	Buy	415,620 +68,807	+20%	+$3.67M	0.12%	163
2025 Q3	$18.7M	Buy	346,813 +64,711	+23%	+$3.43M	0.12%	160
2025 Q2	$14.8M	Buy	282,102 +64,302	+30%	+$3.18M	0.11%	175
2025 Q1	$10.8M	Buy	217,800 +63,566	+41%	+$3.19M	0.11%	178
2024 Q4	$7.5M	Buy	154,234 +79,537	+106%	+$3.85M	0.09%	219
2024 Q3	$3.39M	Buy	74,697 +42,636	+133%	+$1.86M	0.07%	263
2024 Q2	$1.32M	Buy	32,061 +26,211	+448%	+$1.08M	0.06%	282
2024 Q1	$246K	Buy	+5,850	New	+$231K	0.03%	415
2021 Q4	–	Sell	-9,520	Closed	-$357K	–	189
2021 Q3	$357K	Buy	9,520 +850	+10%	+$31.8K	0.23%	99
2021 Q2	$318K	Buy	+8,670	New	+$317K	0.21%	114

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's XLF Position: Q2 2026 in Review

&Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 51% in Q2 2026, selling an estimated $13.4M and leaving 244,224 shares worth $13.1M. The position accounts for 0.05% of the portfolio, ranked #317.

&Partners first reported a position in XLF in Q2 2021 and has held it in 12 quarters since. The position peaked at $24.8M in Q1 2026. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

&Partners held 244,224 shares of State Street Financial Select Sector SPDR ETF worth $13.1M as of Q2 2026.
&Partners sold 258,763 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4M.
State Street Financial Select Sector SPDR ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #317 holding.
&Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
&Partners's State Street Financial Select Sector SPDR ETF position peaked at $24.8M in Q1 2026.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.